WPA
NWE icon

Wealth Preservation Advisors’s NorthWestern Energy NWE Stock Holding History

Wealth Preservation Advisors’s Portfolio NWE Stock Details NWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-75
Closed -$4.84K – 1145
2025
Q4 		$4.84K Sell
75
-10
-12% -$633 ﹤0.01% 382
2025
Q3 		$4.98K Buy
85
+24
+39% +$1.32K ﹤0.01% 362
2025
Q2 		$3.13K Hold
61
– – ﹤0.01% 422
2025
Q1 		$3.53K Buy
+61
New +$3.32K ﹤0.01% 421

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wealth Preservation Advisors's NWE Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of NorthWestern Energy (NWE) in Q1 2026, closing a stake of 75 shares — an estimated $4.84K sold.

Wealth Preservation Advisors first reported a position in NWE in Q1 2025 and held it in 4 quarters. The position peaked at $4.98K in Q3 2025. 373 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining NorthWestern Energy position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 75 NorthWestern Energy shares in Q1 2026, an estimated $4.84K.
  • Wealth Preservation Advisors first reported a position in NorthWestern Energy in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's NorthWestern Energy position peaked at $4.98K in Q3 2025.
  • 373 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.